Orion Advisor Solutions
The Platform Integration Specialist - Onboarding PM leads client data and platform integrations, optimizes onboarding workflows, and serves as a subject matter expert for complex integrations. The role collaborates across product, programming, and cross‑functional teams, manages escalated client issues, and drives process improvements and automation to ensure seamless platform implementation.
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
40% below the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago